Baron Real Estate Fund Sold Louisiana-Pacific Corporation (LPX) in Q1
Baron Capital, an investment management company, released its Q4 2025 letter for its “Baron Real Estate Fund”. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hosking Partners Jeremy Hosking | 399,850 | $31,452,201 | +121% | 1.05% |
| 2. | SG Capital Management Ken Grossman And Glen Schneider | 328,955 | $25,875,600 | 2.14% | |
| 3. | First Eagle Investment Management Jean-Marie Eveillard | 291,803 | $22,953,224 | +26% | 0.04% |
| 4. | Winton Capital Management David Harding | 9,443 | $742,786 | +43% | 0.02% |
| 5. | Eminence Capital Ricky Sandler | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $85.49 | 20,000 | $1,709,800.00 | 38,954 | 2026-02-19 | Filing | |
| $78.06 | 3,200 | $249,792.00 | 41,149 | 2025-11-07 | Filing | |
| $55.78 | 5,382 | $300,207.96 | 72,673 | 2022-08-29 | Filing | |
| $67.24 | 5,350 | $359,734.00 | 466,312 | 2021-11-16 | Filing | |
| $56.24 | 1,775 | $99,826.00 | 30,398 | 2021-08-09 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $78.21 | 1,141 | $89,237.61 | 17,895 | 2026-06-15 | Filing | |
| $78.59 | 1,300 | $102,167.00 | 17,160 | 2026-03-10 | Filing | |
| $89.61 | 707 | $63,354.27 | 447,553 | 2026-02-18 | Filing | |
| $88.84 | 3,286 | $291,928.24 | 448,260 | 2026-02-18 | Filing | |
| $88.05 | 4,592 | $404,325.60 | 451,546 | 2026-02-18 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,440,864 | $506,638,336 | 0.01% | |
| 2. | 2,301,635 | $181,185,930 | 0.01% | |
| 3. | 1,151,814 | $90,601,689 | 2.09% | |
| 4. | 650,934 | $51,202,468 | 0.03% | |
| 5. | 557,398 | $43,844,939 | 0.01% |